First Republic Bank

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Marketing and Business Development Associate

Marketing and Business Development Associate

ID 
2017-5497
Job Locations 
US-CA-Los Angeles
Category 
Wealth Management

More information about this job

Overview

 

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

 

The Marketing and Business Development Associate will work closely with Managing Directors and their teams to help uncover and develop new business opportunities. Candidates applying for this position should thrive in a fast-paced and entrepreneurial environment with a close-knit team. Furthermore, candidates should ideally have a love for research/diligence, experience in project management, and impeccable organizational skills.

 

 

Responsibilities

 

  • Strategically identify potential client opportunities from Managing Directors’ extensive networks, generating new leads and uncovering high-value opportunities
  • Research and gather business intelligence about prospective clients and trends in opportunities
  • Prepare and send strategic e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team
  • Support Practice Management in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being contacted throughout the year
  • Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients
  • Work with Managing Directors and colleagues to ensure timely updating of all marketing materials
  • Prepare targeted presentations in a manner that effectively communicates the team’s relevant experience and articulates our added value

 

Qualifications

 

Desired Skills / Work Experience:

  • Excellent writing, editing, analytical, research and organizational skills, with a high level of attention to detail
  • Ability to comfortably navigate CRM software and relationship management programs, including Salesforce and Relationship Science. If no experience with these programs, a demonstrated capability to learn technology systems quickly
  • Experience managing a large database and maintaining data integrity
  • Ability to work successfully in an unstructured role/environment
  • Forward-thinking and solutions-oriented approach at all times
  • Goal and action orientation with ability and desire to work towards revenue targets within a team environment
  • Poise, confidence, and maturity to interact with senior level clients
  • Thrives in collaborative environment
  • High level of discretion and tact regarding confidential matters and identities
  • Strong MS office (Word, Excel, and PowerPoint) skills are required
  • Bachelor’s degree

 

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